Integrations Overview
NearSync connects to a curated set of external services to deliver its platform capabilities. This section documents each integration: what it does, how it is configured, and what credentials are required.
Integration Catalog
| Integration | Purpose | HQ Modules |
|---|---|---|
| Supabase | Database, authentication, file storage, edge functions, realtime | All modules |
| Twilio | Voice calling (WebRTC) | Comms HQ |
| Google Gemini | Primary AI provider, embeddings, RAG | Intelligence HQ, all AI-powered features |
| WhatsApp Business | Two-way messaging via Meta Business API | Comms HQ, Sales HQ |
| Sentry | Error tracking and monitoring | All apps (admin, portal, marketing) |
| Canva | Design asset management and export | Marketing HQ |
Additional Integrations
Beyond the integrations documented in detail above, NearSync connects to a range of other services.
Billing and finance
- Stripe Connect -- Tenant billing; each organization bills its own customers through a connected Stripe account
- QuickBooks Online -- Accounting sync (invoices, payments, chart of accounts)
- PEPPOL -- Standards-based e-invoicing for supported jurisdictions
- Razorpay -- Payment processing for INR currency
CRM and commerce
- HubSpot -- CRM data sync (contacts, deals, companies)
- Shopify -- Commerce sync (products, orders, customers)
- Lusha -- B2B lead enrichment and prospecting
Productivity and communications
- Google / Microsoft OAuth -- Calendar, email, and drive access for both Google Workspace and Microsoft 365
- Slack -- Channel notifications and message delivery
- Google Places -- Google Business review sync
Platform services
- Resend -- Transactional email delivery (welcome emails, booking confirmations, invoice delivery)
- OpenAI -- Secondary AI provider (fallback when Gemini is unavailable)
NearSync also exposes a unified OAuth integration flow used by several of the connectors above, including Google, Microsoft, Slack, QuickBooks, HubSpot, and Shopify.
How Integrations Are Configured
Integrations fall into three configuration categories:
Platform-Level (Managed by NearSync)
These are configured once per deployment and apply across the entire platform instance. Examples include the Supabase connection, Sentry error tracking, and transactional email delivery. On Managed deployments, NearSync handles these. On BYOK deployments, the client provides their own credentials during the setup process.
Organization-Level (Admin Dashboard)
Some integrations are configured per-organization through the admin dashboard. The AI provider configuration, WhatsApp Business credentials, and lead enrichment settings are stored in the organization's settings and can be adjusted by admins in Intelligence HQ or System HQ.
User-Level (OAuth)
Integrations like Canva, HubSpot, and Salesforce use OAuth 2.0 flows where individual users authorize their own accounts. Token storage, refresh, and revocation are handled automatically by the platform.
What governs availability
An integration is available when the module it belongs to is switched on for that workspace. Supabase, Sentry, Resend and the AI providers are always available, because the modules behind them are always on. Everything else follows its module.
For what a plan costs, see the pricing page.
Integration-to-Module Mapping
- Comms module selected switches on Twilio (voice), WhatsApp Business, email integrations
- Marketing module selected switches on Canva, Meta, Mailchimp, LinkedIn, Google Ads
- CRM module selected switches on HubSpot, Salesforce, Zoho, Pipedrive, Lusha enrichment
- Finance module selected switches on Stripe, Razorpay, QuickBooks
- Operations module selected switches on Sentry monitoring dashboards, compliance tools
- Website module selected switches on Google Places (review sync), knowledge base tools
Core platform integrations (Supabase, Resend, Sentry, Gemini AI) are available on all tiers.
Managed vs. BYOK
Integration configuration differs based on your deployment type:
- Managed deployments: NearSync provisions and manages all platform-level credentials. You configure organization-level and user-level integrations through the admin dashboard.
- BYOK deployments: You provide your own Supabase project credentials and any third-party API keys during the setup process. The same integration capabilities are available; the difference is who owns and manages the infrastructure credentials.
For BYOK setup instructions, see the client portal's Setup tab after your deployment type is configured.